Journal Entry Approvals

The journal entry approval process allows users to review and approve manual journal entries. This ensures that only specific people check and approve the entries before they are finalized.

Note: A journal entry must first be created before it can be approved. See the📄 Creating a Journal Entry guide for instructions.

To approve a journal entry:

  1. Go to Reporting in the main menu.

  2. Under Close Reports, select General Ledger.

  3. Filter the report to display all journal entries with a status of "Pending Approval." This will show entries that are awaiting review.

  4. Click the journal entry you want to approve.

    Note: If you created the journal entry, you can edit it while it's unapproved, but only another user can approve it.

    Important: Once the journal entry is approved, it can now be edited. After making the necessary changes, it will be sent back to Pending Approval.

  5. Click the Approve button if the entry meets the requirements. If it doesn’t, select the option to delete it.

After submitting your journal entry, you will see a message “Journal Entry approved successfully,” indicating that the approval process has been completed correctly.

FAQ

Do uploaded journal entries go through the approval workflows?

Yes, the user who uploaded the journal entry will be designated as the creator, so a different user will need to approve the entries.

Do Quick Entries go through the approval workflows?

No, because these are controlled through a Rillet workflow and 1 side of the entry cannot be edited, they do not follow the same approval guidelines

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